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Tomoko Fortune
Equity portfolio manager at Capital Group with a global perspective on technology investing. Started her career as a tech investor after the dot-com bubble and focuses on identifying companies that will thrive in the AI revolution.
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Aug 14, 2025
• 27min
Investing in AI for the long term: A tech investor’s view
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Tomoko Fortune, an equity portfolio manager at Capital Group, has a rich background in tech investing, emerging from the dot-com bubble. She discusses the rush in AI investments, sharing insights on differentiating between disruptors and the disrupted. Tomoko emphasizes the importance of long-term investment strategies, strong management, and the adaptability needed in today’s market. She also highlights the value of mentorship and a supportive ecosystem in navigating challenges, offering a fresh perspective on opportunities in the evolving tech landscape.
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